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Quarterly Newsletter – Second Quarter 2026Newsletters

Quarterly Newsletter – Second Quarter 2026

Market Commentary Global Markets: Second Quarter 2026 Review Looking Beyond the Headlines The second quarter of 2026 demonstrated once again why successful long-term investing requires investors to look beyond the…
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Ownership MindsetInsights

Ownership Mindset

Ownership is not a function you perform during office hours. It is a way of thinking. It is a quiet but constant awareness that the responsibility for improving what you…
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platinum portfolios podcast
The Ownership MindsetPodcasts

The Ownership Mindset

Discover how adopting an ownership mindset can transform your approach to business and investments. In this episode of the Platinum Portfolios Podcast, Charolyn Pedlar, co-founder of Platinum Portfolios, shares insights…
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FAnews in conversation with Mel Meltzer and Charolyn Pedlar, Co-Founders of Platinum PortfoliosVideos

FAnews in conversation with Mel Meltzer and Charolyn Pedlar, Co-Founders of Platinum Portfolios

Platinum Portfolios stands out for its 26-year commitment to discipline, consistency and client-first investing. Rianet Whitehead, FAnews Editor, speaks to Mel Meltzer and Charolyn Pedlar....
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platinum portfolios podcast
The Heart Behind Client RelationshipsPodcasts

The Heart Behind Client Relationships

In this episode of the Platinum Portfolios Perspective, Lyschelle Covelé, Client Relationship Manager, shares her perspective on the importance of relationships, trust and genuine support in wealth management. The conversation…
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platinum portfolios podcast
Precision in Process: The Multi-Manager AdvantagePodcasts

Precision in Process: The Multi-Manager Advantage

In this episode, Stuart Green discusses how disciplined multi-manager investing and active asset allocation can help advisers build more resilient client portfolios. The conversation covers retirement income planning, avoiding common…
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The Psychology of Money: How My Past Shaped My Investment Philosophy by Mel MeltzerInsights

The Psychology of Money: How My Past Shaped My Investment Philosophy by Mel Meltzer

People often think investment philosophy comes from textbooks, models, or complex theories. In my experience, it doesn’t. It comes from life. Research in behavioural finance supports this. The way individuals…
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Quarterly Newsletter – First Quarter 2026Newsletters

Quarterly Newsletter – First Quarter 2026

Global Markets—First Quarter 2026 Review The first quarter of 2026 was characterised by a noticeable shift in market sentiment, from early optimism to increased uncertainty and volatility. While the year…
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platinum portfolios podcast
Building long-term trust with Platinum Portfolios, featuring longstanding client & IFA John HolderPodcasts

Building long-term trust with Platinum Portfolios, featuring longstanding client & IFA John Holder

In this episode, Host John Culverwell and Co–Founder Charolyn Pedlar discuss the Platinum journey with John Holder, exploring how Platinum Portfolios supports independent financial advisors (IFAs) with a focus on…
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